Take investing into your own hands with your FNB Investment Account, which allows you to save towards your long-term investment goals through a range of unit trust fund solutions.
We've made it quick and easy for you to register and open an account.
Once you've accessed your investment account via Invest, maintain it easily on the FNB App or FNB Online Banking.
It is important to understand all the risks associated with trading and investing and what risk mitigating tools are available to you.
Handy contact numbers and guidelines to get in touch with us.
It is important to understand all the risks associated with investing and what risk mitigating factors are available to you
Understanding the risks associated with investing:
Investing your money always comes with a degree of risk. It is important that you understand all the risks prior to starting your investment journey. Read the following article on risks to consider when investing.
Here are a few important contact numbers and methods to get in touch with us.
Queries
Contact us on 0873468378 (INVEST)
Complaints
Log your complaint via the FNB App > Information > Have your say or via FNB Online Banking > Contact Us + Tools > Contact Us
We've made it quick and easy for you to open an account.
If you know what fund you would like to invest in:
Start by logging in on FNB Online Banking or on the FNB App.
App & online:
If you need assistance in picking the right fund based on your investment goal:
FNB Online Banking
I need assistance in picking the right investment and fund
Based on your individual financial goals, our team of financial specialists can help you plan for your financial future. Contact our team of specialists on 087 346 8378 or email financial_advisory@fnb.co.za.
Transferring your existing investment account to FNB
To kickstart your investment account transfer simply send an email to fnbwitransfersupport@fnb.co.za requesting a transfer. Please attach your current investment account statement (from your existing provider) and a copy of your identity document. Our dedicated transfer support team will contact you within 24 hours and provide you with further assistance.
Once you've accessed your investment account via Invest, maintain it easily on the FNB App or FNB Online Banking.
Viewing your goal
If you opened your FNB Investment Account through the FNB Robo Advice Tool process you can track and view your goal on the FNB App by visiting nav-igate life > Money > Savings Goals.
Accessing your tax certificates
Tax certificates will be made available annually. You can download your tax certificates each year before you complete your tax return. Log on to FNB Online Banking > My Bank Accounts > My Accounts Menu > Statements > Tax Certificates.
Closing your account
If you submit a 100% disinvestment request and opt to cancel an active recurring debit order, an auto closing of your investment will apply. Where no active recurring debit order exists, an auto closing of the investment will apply upon submission of a 100% disinvestment. Once closed, you will still have access to statements and documents for a period of 18 months.
Transferring your FNB Investment Account to another provider
Email your transfer request together with a copy of the other provider's completed and signed application form to FNBWItransfersupport.co.za. Our transfer support team will contact you within 24 hours and provide you with further assistance in this regard.
